CRM: how to not just connect, but actually use it
Today, a CRM system can be installed in one evening. But installation alone does not change anything. Without proper papua new guinea email list 107018 contact leads setup, integration, and the habit of using it daily, CRM turns into an expensive icon on the desktop.
In this article, we’ll look at why CRM should work in conjunction with other business tools – and how to get the most out of it in the first month.
CRM is not a contact storage, but a mechanism
For many business owners, the first implementation of CRM ends the same way: “Install, click, forget.” Why? Because they didn’t configure:
sales funnels for your processes How to not
reminders for managers about calls
Automatic tasks after these practices create no value for their surplus client action
integration with telephony to see who called and when
CRM is not a passive organizer. It is an active tool that reminds, sets tasks, suggests who to catch up with, who to call back.
Without IP telephony – half the picture
Integrating CRM with IP telephony provides one simple but important thing: control .
You see every call, its duration, result, conversation recording. Managers can no longer say: “I called – they didn’t pick up”, because everything is recorded. And if a client calls – CRM automatically opens a card with the history, and the manager trust review communicates not blindly, but with an understanding of the context.
For companies that value response speed and want to build funnels taking into account calls, this is already a must-have.
A1 Telecom provides not just IP telephony, but a cloud PBX that integrates with most popular CRMs. This means no servers, setup in a day, and everything is already working.
Automation = saving time and nerves
Modern CRM allows you to set up automatic actions: How to not
a request has arrived → create a task “call back in 10 minutes”
the client opened the letter → notification to the manager
3 days passed without response → automatic reminder
This is not magic. These are scenarios that can be written once – and they will always work. In conjunction with telephony, everything becomes even simpler: CRM sees that a call has taken place, and does not just wait for the user to take action.